CFA ETF

$101.60

Returns Overview

1 Month
+2.49%
3 Months
+9.89%
6 Months
+7.67%
YTD
+8.61%
1 Year
+13.47%
3 Years (annualized)
+12.75%
5 Years (annualized)
+8.08%
10 Years (annualized)
+11.66%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would CFA have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Nasdaq Victory US Large Cap 500 Volatility Weighted Index
This ETF (YTD)
+8.61%
Peer Avg (YTD)
+8.61%
vs Peers
+0.00%

CFA ETF Performance

CFA performance across multiple time periods: 1-month 2.49%, YTD 8.61%, 1-year 13.47%, 3-year 12.75%, 5-year 8.08%, 10-year 11.66%.

CFA returns outperform the peer average of 8.61% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this ETF.

CFA performance comparison shows side-by-side returns with another fund. CFA alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+2.49%N/A
3 Months+9.89%N/A
6 Months+7.67%N/A
1 Year+13.47%N/A
3 Years+12.75%N/A
5 Years+8.08%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized